Your quarter · Sample Practice

January 2026 to June 2026

6 Snapshots · 5 clinicians tracked · built from your own history

The move to keep
Net margin: ↑ 8 pts
The one to watch
Cash runway: ↓ 1.0 mo
How the numbers moved
Net margin14%↑ 8 pts
Cash runway2.4 mo↓ 1.0 mo
Utilization68%↑ 7 pts
Comp ratio57%↓ 2 pts
Operating cash$46,300↑ $5,300
What you decided, and whether it worked
Moved Dana to a 65% split: did what you expected
Raised rates $10 for new clients: in motion; the next Snapshots will say

Built from aggregated revenue and hours, with no patient data. Planning estimates, not accounting. Prepared with Keystone Practice · keystonepractice.co